Filed April 27, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,278 | $153,772+52.4% | $133,980+74.9% | $273,961-14.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.60% | 36.51%-31.9pp | 29.30%-24.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,985 | $6,029-33.9% | $5,211-23.5% | $4,869-18.2% |
| Participant deferral / active EE | $5,639 | $6,958-19.0% | $6,282-10.2% | $5,287+6.6% |
| Admin fee / account holder | $13,825 | $11,765+17.5% | $9,324+48.3% | $10,132+36.4% |